New thinking for wealth management...
  • Meet the team

Meet the team

We offer a fully comprehensive personal financial planning service. We are able to do this by tapping into the additional expertise of private client lawyers in Shepherd and Wedderburn LLP in the areas of tax, estate planning, charities and privately owned family businesses. The dedicated private client lawyers offer advice to private individuals and families throughout the UK and overseas.


Lisa Dunn

Lisa is Shepherd and Wedderburn Financial’s Senior Administrator and joins the team with over six years’ experience in financial services. Her organisation skills and meticulous attention to detail make her invaluable to the day-to-day support of the team.


Robbie Thompson

Robbie Thompson

Robbie is a paraplanner with over eight years' experience in the financial services industry. Robbie enjoys the more technical aspects of the financial world and has particular expertise in pensions, investments and the platform market. He holds numerous Diploma level qualifications and is currently studying towards completion of the Diploma in Regulated Financial Planning.


 

Jennifer Muir

Jennifer holds a Bachelor of Commerce degree from the University of South Africa and has joined Shepherd and Wedderburn Financial as our Support Paraplanner. She has over 6 years’ experience in a supportive role in the financial services industry bringing a wide range of international experience to the firm.

 

News & Opinion

SWF advisers are at their happiest when they are talking matters financial. We show here a few pieces in the press which might be of interest to you.

Please do share and retweet and let us know your own thoughts on these topics.

LATEST ARTICLE

ClearView: November Edition
In the November issue of our regular newsletter, Clearview, we look at market volatility and look at the big question: When can I retire?
read more
News and Opinion

Get in touch

If you would like to discuss a particular issue or to find out more about the ways in which we can help you plan your finances, contact us by email, phone or by completing the form below.

All information provided is treated in the utmost confidence. We will not share your details with third parties.

    Shepherd and Wedderburn Financial Ltd
    1 Exchange Crescent
    Conference Square
    Edinburgh
    EH3 8UL

    Find us on: